H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan — Form 5500 plan (The Wills Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan is a benefit plan reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 007. The latest loaded filing year is 2023. The filing reports 844 participants and $41,998,965 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$42MPlan net assets, end of year$41,998,965
Participants844Covered participants reported
Assets / participant$49.8KComputed: assets ÷ participants$49,762 (computed)
Provider compensation$35.5K2 Schedule C provider row(s)$35,502
- Plan sponsor
- The Wills Group, Inc.
- EIN
- 52-1461039
- Plan number
- 007
- Plan type
- 2
- Location
- La Plata, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 844 | H, C | 20241011133527NAL0022845665001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$42M total assets
Net assets$42MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,998,965
- Net assets (BOY)
- $36,358,812
Income & contributions
- Employer contributions
- $4,811,248
- Participant contributions
- $1,733,714
- Total contributions
- $6,893,608
- Total income / additions
- $12,812,848
Expenses & distributions
- Benefits paid
- $7,166,684
- Administrative expenses
- $35,487
- Total expenses
- $7,172,695
- Net increase / (decrease)
- $5,640,153
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
74%26%
Employer 74%Participant 26%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $19,300 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $16,202 | $0 | 2023 |